Adviser CE

Every way you can pay for a course or bundle, who processes the payment, and what we can and cannot take.

Payment Methods We Accept

What to do when a payment will not complete, and what to do if you were charged but do not have access to the course.

Payment Declined or Not Going Through

What Link is, why it appears at checkout, whether you need an account, and how to manage or remove saved payment details.

Paying with Link: What It Is and Whether You Need It

Our refund and cancellation policy, and what to do if you bought the wrong course or one you had already completed.

Refunds, Cancellations, and Purchasing the Wrong Course

Learn how to download and access your invoice from your Adviser CE dashboard.

Downloading Your Invoice

Vladimir Kouznetsov, EA, CFP®

Accepted payment methods, what to try when a payment fails, downloading your invoice, and when a purchase can be refunded

Payments, Invoices & Refunds

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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